How do I find the right trustee in Switzerland? The most important selection criteria

You’ve decided to switch—now comes the hardest part: finding the right new fiduciary. These seven criteria will help you make your choice.

1. Check qualifications

“Fiduciary” is not a protected professional title in Switzerland. Therefore, look for the Federal Certificate in Fiduciary Services, the Federal Diploma as a Fiduciary Expert, or membership in TREUHAND|SUISSE or EXPERTsuisse.

2. Industry experience

A fiduciary with experience in your industry is familiar with typical VAT issues, depreciation rules, and payroll specifics. Ask for references from your sector.

3. Level of Digitalization

Cloud accounting, app-based document capture, and a client portal with real-time access—these are the minimum standards today. Anyone still working with Excel and email attachments is not future-proof.

4. Transparent Pricing

Flat-rate models are predictable and avoid unpleasant surprises. Ask for a detailed breakdown of what is included in the price and what is charged separately.

5. Dedicated contact person

A dedicated contact person is worth their weight in gold. Avoid setups where constantly changing staff members handle your files.

6. Proactive advice

A good fiduciary thinks proactively, points out opportunities for optimization, and reaches out on their own initiative. Simply going through the motions isn’t enough.

7. Chemistry and communication

Use the initial consultation to assess: Do you get along? Are complex issues explained clearly? Trust services are a matter of trust.

Especially for younger companies

If you’re an SME or startup between the founding and growth phases, scalability is particularly important. Read more in our article Changing Trustees for SMEs and Startups. And if price, speed, or digitalization are the deciding factors, read the most common reasons for switching.

Conclusion

The right trustee combines professional expertise, digital processes, and personalized advice. Findea meets all seven criteria and already serves over 1,000 Swiss SMEs.